Brio Financial Group

Congratulations to our client, Renatus Tactical Acquisition Corp I, on filing its registration statement for a proposed $175 million IPO! ? This marks another milestone in a strong working relationship—we previously advised Devin, Eric and Alex at Digital World Acquisition Corp. and?Trump Media & Technology Group Corp., including with regard to their merger. Now, as CFO of RTAC-I, Ian is excited to help drive this new venture forward. ? With a focus on high-growth opportunities in cryptocurrency, blockchain, data security, and dual-use technologies, RTAC-I is positioned to make a significant impact.? ? https://lnkd.in/ekeujd6E #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness?#venturecapital #gopublic #transactionservices?#technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition?Brio Financial Group?David Briones?Ian Rhodes, CPA

NASDAQ. NYC. IPOs. ? No better place to talk public markets than at IPO Summit 2025—inside Nasdaq HQ in the heart of New York City.? ? On April 15th, I’ll be there, joining an incredible lineup of capital markets experts, investors, and advisors to dive into the forces shaping today’s IPO landscape. ? #Nasdaq #IPO #WallStreet #CapitalMarkets #IPOSummit2025 Brio Financial Group

At Brio Financial Group, we help companies stay audit-ready, compliant, and financially strong. This St. Patrick’s Day, we’re celebrating the businesses that build success through strategy, integrity, and sound financial management—no lucky charms required. #BrioFinancial #StPatricksDay #FinancialExcellence #AuditReady

AI is powerful—but it’s not the CFO. ? If you’re a CFO thinking about AI’s impact, the real question isn’t “Will AI replace me?” It’s “How will I make AI work for me?” ? https://lnkd.in/eKyPBnNM ? ?#BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness?#venturecapital #gopublic #transactionservices?#technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition?Brio Financial Group?David Briones?Ian Rhodes, CPA

Goldman Sachs CEO expects IPOs to increase this year ? Investment banking activity has picked up in recent months, with Wall Street executives welcoming President Trump's business-friendly tone. ? But U.S. mergers and acquisition activity in the first two months of 2025 has seen just 1,603 deals signed through Friday, making it the slowest pace by volume since 2009, Dealogic data showed. ? https://lnkd.in/e8v77WFz ? #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness?#venturecapital #gopublic #transactionservices?#technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition?Brio Financial Group David Briones?Ian Rhodes, CPA

Some of the best conversations in business happen away from the office. Lunch at Wolfgang’s in Somerville with Joseph Lucosky—always a sharp mind and great company. A reminder that relationships and real discussions drive deals forward. #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

What 7-Eleven’s IPO will mean for its future in the US ? Experts agree that once the world’s largest c-store chain makes its North American stores their own entity, it’ll have two possible paths: innovate and grow, or sell to Couche-Tard. ? An IPO would generate significant capital for 7-Eleven in North America, allowing the convenience retailer to invest in its business in any way it pleases. That could mean expanding its footprint, remodeling stores or continuing to build its foodservice capabilities. ? In other words, the IPO may heat up the competition between 7-Eleven and the rest of the North American c-store industry, said c-store industry consultant Kevin Farley. ? “Certainly with the M&A activity over the last years in the industry, this would likely point to a focus by 7-Eleven on increased store count nationally,” Farley said. ? https://lnkd.in/eUQ8rfKK #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness?#venturecapital #gopublic #transactionservices?#technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition?Brio Financial Group?David Briones?Ian Rhodes, CPA

SEC Expands Nonpublic Review Accommodations ? The SEC's Division of Corporation Finance is further streamlining the capital formation process with enhanced accommodations for nonpublic review of draft registration statements. These updates provide greater flexibility for issuers navigating public offerings, de-SPAC transactions, and Exchange Act registrations. Key enhancements include: Expanded eligibility for nonpublic review of Exchange Act registrations on Forms 10, 20-F, or 40-F. Removal of timing restrictions for issuers submitting draft registration statements. Nonpublic review availability for de-SPAC transactions where the SPAC remains the surviving entity. Flexibility in omitting underwriter names in initial draft submissions, with later disclosure requirements. ? These changes represent a meaningful step in balancing regulatory oversight with practical pathways to the public markets. At Brio, we continue to monitor these developments to guide our clients through the evolving regulatory landscape. ? #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition Brio Financial Group David Briones Ian Rhodes, CPA

NYSE President Martin?Sees ‘More Normal’ IPO Market In 2025 ? The market for US initial public offerings should look a lot more like the years prior to the pandemic-fueled boom, according to the head of the New York Stock Exchange. ? First-time share sales in the US could raise about $50 billion this year, NYSE Group President Lynn Martin said at the Bloomberg Invest conference in New York on Tuesday. US regulators should start publishing companies’ IPO filings in the coming weeks after a regulatory quiet period that allows firms to get their full-year financial reports audited, Martin said. ? https://lnkd.in/eJYCAv4c ? #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings#ipo #briofinancial #iporeadiness?#venturecapital #gopublic #transactionservices?#technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition?Brio Financial Group?David Briones?Ian Rhodes, CPA

Staff Statement on Meme Coins Signals Significant Shift in SEC Position on Digital Assets ? In an action that could have broad implications, U.S. Securities and Exchange Commission Staff (Staff) issued a statement on February 27, 2025, through its Division of Corporation Finance, providing clarity on the application of federal securities laws to meme coins. This statement offers crucial insights for crypto market participants and potentially signals a significant change in the SEC’s interpretation of what does and doesn’t constitute a security. Below, we summarize the key points and explore the potential implications of this guidance. ? https://lnkd.in/emgQR6Hx ? #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness?#venturecapital #gopublic #transactionservices?#technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition?Brio Financial Group David Briones?Ian Rhodes, CPA